Jerry Citarella has been an investment adviser representative at Prosperitas Financial since August 2021, and is not listed among the firm’s executive officers or direct owners.
Prosperitas Financial, LLC is a Valencia, CA firm with $812M under management, 2,138 clients and 23 advisers across 2 offices, as of its September 2026 filing.
Jerry R. Citarella is Financial Advisor of Prosperitas Financial. He has approximately 30 years of experience in financial services as a representative, manager, trainer, presenter and business owner. He provides retirement, estate, family and individual needs planning, along with business owner services and executive benefits, and wrote a book, hosted a radio show and wrote a weekly newspaper column under the title "The Truth Helps".
Jerry Citarella’s longest registration was 14 years at Next Financial Group, Inc. (2007–2022). Before joining Prosperitas Financial in 2021, Jerry Citarella was registered through Next Financial Group, Inc. and Park Avenue Securities LLC.
- Prosperitas Financial, LLCCurrent– present · 5 yearsValencia, CA · Adviser representative · Firm CRD 315768
- Next Financial Group, Inc.– · 14 yearsValencia, CA · Adviser representative · Firm CRD 46214
- Park Avenue Securities LLC– · 1 yearValencia, CA · Adviser representative · Firm CRD 46173
- Ameritas Investment Corp– · 2 yearsValencia, CA · Adviser representative · Firm CRD 14869
Professional designations
Listed by Prosperitas Financial
- Registered Financial Consultant (RFC®)
- Certified Financial Fiduciary (CFF®)
Investment adviser representative registrations
Jerry Citarella is registered as an investment adviser representative in California, since August 2021.
- CaliforniaSince 31 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 3 March 2008 |
| Series 51 | Municipal Fund Securities Principal Examination | 19 February 2008 |
| Series 66 | Uniform Combined State Law Examination | 1 August 2001 |
| Series 7 | General Securities Representative Examination | 2 August 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 October 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 September 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jerry Robert Citarella
- CRD
- 2652683
- Firm
- Prosperitas Financial · CRD 315768
- Office
- 25060 AVENUE STANFORD, SUITE 100, Valencia, CA 91355
- Registration
- Investment adviser registration
- In the industry since
- May 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prosperitasfin.com
Where does Jerry Citarella work?
Jerry Citarella is an investment adviser representative registered through Prosperitas Financial, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jerry Citarella a financial advisor?
Yes. Jerry Citarella has a current investment-adviser registration in California, through Prosperitas Financial since August 2021.
How many years of experience does Jerry Citarella have?
Jerry Citarella has 30 years in the financial industry, since May 1996, across 4 adviser firms.
What exams has Jerry Citarella passed?
Jerry Citarella has passed 6 licensing exams: the Series 63, Series 6, Series 7, Series 66, Series 51 and Series 24. The earliest, the Series 63, was passed in September 1995. FINRA credited Jerry Citarella with the SIE, which began in October 2018.
Where did Jerry Citarella work before Prosperitas Financial?
Before Prosperitas Financial, Jerry Citarella was registered through Park Avenue Securities LLC, August 2006 to December 2007; Ameritas Investment Corp, March 2004 to August 2006.
Where is Jerry Citarella based?
Jerry Citarella’s registered office is in Valencia, CA.
Is Jerry Citarella registered with FINRA?
No. Jerry Citarella has no current broker registration.
How can I verify Jerry Citarella’s record?
Search CRD 2652683 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerry Citarella’s full registration record.
